Bank of America
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Bank of America’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Bank of America’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$156M Buy
3,059,416
+117,301
+4% +$5.99M 0.01% 857
2025
Q4 		$150M Sell
2,942,115
-581,038
-16% -$29.7M 0.01% 873
2025
Q3 		$181M Buy
3,523,153
+19,831
+0.6% +$1.01M 0.01% 864
2025
Q2 		$179M Buy
3,503,322
+284,084
+9% +$14.4M 0.01% 844
2025
Q1 		$164M Sell
3,219,238
-121,947
-4% -$6.18M 0.01% 816
2024
Q4 		$169M Sell
3,341,185
-36,150
-1% -$1.83M 0.01% 753
2024
Q3 		$173M Sell
3,377,335
-80,682
-2% -$4.1M 0.01% 780
2024
Q2 		$174M Buy
3,458,017
+8,085
+0.2% +$406K 0.02% 740
2024
Q1 		$174M Buy
3,449,932
+34,219
+1% +$1.73M 0.02% 755
2023
Q4 		$173M Sell
3,415,713
-355,152
-9% -$17.8M 0.02% 686
2023
Q3 		$188M Sell
3,770,865
-2,165,237
-36% -$108M 0.02% 611
2023
Q2 		$295M Sell
5,936,102
-3,101,623
-34% -$154M 0.03% 469
2023
Q1 		$448M Buy
9,037,725
+224,708
+3% +$11.1M 0.05% 352
2022
Q4 		$434M Buy
8,813,017
+735,192
+9% +$36.1M 0.05% 349
2022
Q3 		$398M Buy
8,077,825
+4,150,478
+106% +$205M 0.05% 355
2022
Q2 		$193M Buy
3,927,347
+381,474
+11% +$18.9M 0.02% 612
2022
Q1 		$176M Sell
3,545,873
-1,497,075
-30% -$74.5M 0.02% 698
2021
Q4 		$252M Sell
5,042,948
-849,533
-14% -$42.5M 0.02% 573
2021
Q3 		$295M Sell
5,892,481
-416,087
-7% -$20.9M 0.03% 499
2021
Q2 		$316M Buy
6,308,568
+1,644,543
+35% +$82.5M 0.03% 466
2021
Q1 		$234M Buy
4,664,025
+990,256
+27% +$49.7M 0.03% 522
2020
Q4 		$184M Sell
3,673,769
-2,449,230
-40% -$123M 0.02% 540
2020
Q3 		$307M Sell
6,122,999
-593,535
-9% -$29.7M 0.04% 372
2020
Q2 		$336M Buy
6,716,534
+2,409,491
+56% +$119M 0.05% 329
2020
Q1 		$209M Sell
4,307,043
-4,168,828
-49% -$208M 0.04% 403
2019
Q4 		$426M Sell
8,475,871
-31,444
-0.4% -$1.58M 0.06% 299
2019
Q3 		$428M Buy
8,507,315
+87,825
+1% +$4.42M 0.06% 292
2019
Q2 		$424M Buy
8,419,490
+2,789,313
+50% +$140M 0.06% 299
2019
Q1 		$283M Sell
5,630,177
-4,588,761
-45% -$230M 0.04% 368
2018
Q4 		$509M Buy
10,218,938
+3,915,546
+62% +$196M 0.09% 232
2018
Q3 		$316M Buy
6,303,392
+703,404
+13% +$35.3M 0.05% 350
2018
Q2 		$281M Buy
5,599,988
+235,541
+4% +$11.8M 0.05% 361
2018
Q1 		$269M Buy
5,364,447
+883,187
+20% +$44.3M 0.05% 372
2017
Q4 		$225M Buy
4,481,260
+1,613,158
+56% +$81M 0.04% 417
2017
Q3 		$144M Buy
2,868,102
+922,847
+47% +$46.4M 0.02% 599
2017
Q2 		$97.8M Sell
1,945,255
-25,208
-1% -$1.27M 0.02% 705
2017
Q1 		$99M Sell
1,970,463
-102,706
-5% -$5.16M 0.02% 692
2016
Q4 		$104M Sell
2,073,169
-307,647
-13% -$15.4M 0.02% 646
2016
Q3 		$119M Buy
2,380,816
+334,505
+16% +$16.8M 0.03% 564
2016
Q2 		$103M Sell
2,046,311
-230,337
-10% -$11.5M 0.02% 613
2016
Q1 		$114M Buy
2,276,648
+217,599
+11% +$10.9M 0.03% 553
2015
Q4 		$103M Buy
2,059,049
+110,177
+6% +$5.51M 0.02% 632
2015
Q3 		$97.6M Buy
1,948,872
+952,939
+96% +$47.7M 0.02% 647
2015
Q2 		$49.9M Sell
995,933
-158,848
-14% -$7.96M 0.02% 848
2015
Q1 		$57.9M Sell
1,154,781
-53,029
-4% -$2.66M 0.02% 755
2014
Q4 		$60.4M Buy
+1,207,810
New +$60.6M 0.02% 759

Other funds holding NEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Bank of America's NEAR Position: Q1 2026 in Review

Bank of America increased its iShares Short Maturity Bond ETF (NEAR) stake by 4% in Q1 2026, buying an estimated $5.99M and bringing the position to 3,059,416 shares worth $156M. The position accounts for 0.01% of the portfolio, ranked #857.

Bank of America first reported a position in NEAR in Q4 2014 and has held it in 46 quarters since. The position peaked at $509M in Q4 2018. 389 funds tracked by Wall St. Rank hold NEAR as of Q1 2026.

  • Bank of America held 3,059,416 shares of iShares Short Maturity Bond ETF worth $156M as of Q1 2026.
  • Bank of America bought 117,301 iShares Short Maturity Bond ETF shares in Q1 2026, an estimated $5.99M.
  • iShares Short Maturity Bond ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #857 holding.
  • Bank of America first reported a position in iShares Short Maturity Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • Bank of America's iShares Short Maturity Bond ETF position peaked at $509M in Q4 2018.
  • 389 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.